The New FSC Data Model: It’s Real, It’s Ready, and Yes—You Do Need It.
The New FSC Data Model In an era of costly deposits and interest margin compression, financial institutions (FIs) can still flourish by gaining efficiency. AI offers great promise—but data readiness is essential. The new Salesforce Financial Services Cloud data model structures data for AI tools such as Agentforce, Einstein and Data Cloud. This article […]
Sprint Reviews: The Key to Successful Salesforce Implementations
Implementing Salesforce can set your organization up for success or create new challenges, such as poor user adoption, increased technical debt, and inefficient workflows. To proactively mitigate these challenges, you should work with an experienced consulting partner who can deliver agile sprint reviews as part of their development methodology. Sprint reviews, held at the end […]
Flexible and Affordable Salesforce Support for Financial Services
As your financial services organization grows, efficient Salesforce and Data & Analytics advisory solutions become crucial for success. Keeping up with rapid technological advancements can be challenging and requires strategic adjustments to stay competitive. While Salesforce offers the flexibility to adapt and customize your operations to meet evolving demands, having skilled consultants to support the […]
